National Wealth Management Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$998K Buy
10,047
+2,353
+31% +$234K 0.31% 79
2026
Q1
$765K Buy
+7,694
New +$764K 0.28% 82
2025
Q1
Sell
-14,993
Closed -$1.49M 151
2024
Q4
$1.49M Sell
14,993
-2,210
-13% -$219K 0.99% 25
2024
Q3
$1.71M Buy
+17,203
New +$1.71M 1.16% 23

Other funds holding BILS

National Wealth Management Group's BILS Position: Q2 2026 in Review

National Wealth Management Group increased its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 31% in Q2 2026, buying an estimated $234K and bringing the position to 10,047 shares worth $998K. The position accounts for 0.31% of the portfolio, ranked #79.

National Wealth Management Group first reported a position in BILS in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.71M in Q3 2024. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

  • National Wealth Management Group held 10,047 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $998K as of Q2 2026.
  • National Wealth Management Group bought 2,353 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $234K.
  • State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.31% of National Wealth Management Group's portfolio in Q2 2026, its #79 holding.
  • National Wealth Management Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2024 and has held it in 4 quarters since.
  • National Wealth Management Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.71M in Q3 2024.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.